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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,096 hedge funds and large institutions have $33.3B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 417 increasing their positions, 373 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+70
Holders Change %
+6.82%
% of All Funds
16.07%
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.33%
New
188
Increased
417
Reduced
373
Closed
102
Calls
$3.01B
Puts
$5.04B
Net Calls
-$2.03B
Net Calls Change
-$1.72B
Name Holding Trade Value Shares
Change
Shares
Change %
LPP
751
Life Planning Partners
Florida
$448K +$448K +4,044 New
KWM
752
Keebeck Wealth Management
Illinois
$445K +$135K +1,221 +44%
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$444K -$158K -1,430 -26%
WAS
754
Wealth Advisory Solutions
Indiana
$443K -$437K -3,951 -50%
CGFA
755
Colton Groome Financial Advisors
North Carolina
$441K -$992K -8,965 -69%
WC
756
Waterloo Capital
Texas
$440K +$223K +2,015 +103%
PF
757
Phoenix Financial
Israel
$440K +$74.3K +671 +20%
MWA
758
Moser Wealth Advisors
Washington
$439K -$217K -1,965 -33%
PS
759
Planned Solutions
California
$436K -$44K -398 -9%
PFM
760
Phillips Financial Management
Indiana
$432K +$5.09K +46 +1%
WWP
761
WR Wealth Planners
Missouri
$431K -$212K -1,913 -33%
PCS
762
Personal CFO Solutions
New Jersey
$427K +$427K +3,858 New
HGWM
763
Horst & Graben Wealth Management
Oregon
$426K +$426K +3,853 New
JIR
764
James Investment Research
Ohio
$422K -$206K -1,861 -33%
EFG
765
Ehrlich Financial Group
California
$422K +$422K +3,813 New
ICM
766
IMS Capital Management
Oregon
$421K
SAW
767
Signal Advisors Wealth
Michigan
$416K +$416K +3,762 New
EWA
768
EP Wealth Advisors
California
$416K +$262K +2,365 +170%
CAM
769
Concorde Asset Management
Michigan
$415K +$415K +3,754 New
NB
770
NBT Bank
New York
$413K +$413K +3,734 New
EB
771
Exchange Bank
California
$412K -$117K -1,055 -22%
XT
772
XTX Topco
Cayman Islands
$407K +$407K +3,674 New
1SB
773
1ST Source Bank
Indiana
$403K +$29K +262 +8%
SW
774
SlateStone Wealth
Florida
$399K
GCM
775
Graham Capital Management
Connecticut
$398K